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Advisor Direct

Finance · Lynnfield, Massachusetts

FinancialFinance
Lynnfield, Massachusetts, United States6 employees$3.3M revenue

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Products & Services

FinancialFinanceFinancial Services

About Advisor Direct

Advisor Direct is a company based in Lynnfield, Massachusetts, United States, operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Advisor Direct is one of 58,473 Financial companies listed in Massachusetts.

Business Contact Information

Address
6 Kimball Ln, Lynnfield, Massachusetts, 1940, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
6 (6-10)
Annual Revenue
$3.3M ($1M-$5M)

Advisor Direct: frequently asked questions

What does Advisor Direct do?

Advisor Direct is a company based in Lynnfield, Massachusetts, United States, operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.

Where is Advisor Direct located?

Advisor Direct is headquartered at 6 Kimball Ln, Lynnfield, Massachusetts, 1940, United States.

How many employees does Advisor Direct have?

Advisor Direct has about 6 employees (the 6-10 range).

What is Advisor Direct's annual revenue?

Advisor Direct's annual revenue is estimated at $3.3M (the $1M-$5M range).

What industry is Advisor Direct in?

Advisor Direct is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

What companies are similar to Advisor Direct?

Other large financial companies in Massachusetts include Santander, Liberty Mutual Insurance Co, Fmr LLC and Massachusetts Mutual Life Insurance Co.

Largest financial companies in Massachusetts

Largest financial companies

Manufacturing sales in Massachusetts, 2026

In Massachusetts, Factur's 2026 study counted 32 manufacturing quotes worth $961K and 7 purchase orders over 12 months: 22% of quotes became orders, against 21% nationally. See the Massachusetts data.

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